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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,506 | $162,136-54.7% | $152,301-51.7% | $154,746-52.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 139.27% | 91.02%+48.3pp | 80.50%+58.8pp | 172.34%-33.1pp |
| Employer contribution / active EE | $6,477 | $4,890+32.4% | $4,624+40.1% | $4,379+47.9% |
| Participant deferral / active EE | $9,771 | $8,341+17.1% | $8,004+22.1% | $6,730+45.2% |
| Admin fee / account holder | $802 | $15,759-94.9% | $14,398-94.4% | $14,365-94.4% |